See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,598 | $158,398-70.0% | $126,539-62.4% | $142,382-66.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 41.19% | 593.76%-552.6pp | 425.95%-384.8pp | 217.08%-175.9pp |
| Employer contribution / active EE | $27,706 | $4,650+495.8% | $3,674+654.1% | $4,299+544.5% |
| Participant deferral / active EE | $18,220 | $4,767+282.2% | $4,083+346.3% | $6,507+180.0% |
| Admin fee / account holder | $412 | $6,918-94.0% | $6,065-93.2% | $12,624-96.7% |